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Method:Sidebar FAQ

Frequently asked questions for Method:Sidebar for Gmail

Q: What is the Method:Sidebar for Gmail?

A: Method:Sidebar for Gmail brings your CRM into your inbox, making you and your team more efficient by eliminating double-data entry and centralizing you data. The best part? It’s FREE with your Method:CRM subscription!

When you open an email, Method:Sidebar displays the contact’s phone number, address, account balance, QuickBooks transactions, CRM activities, opportunities, cases, and documents. PLUS, it gives you the ability to add new contacts, activities, follow-ups and opportunities, that instantly sync with QuickBooks, so you can stop flipping between your email, your CRM and your QuickBooks file.

Q: Who is this available to?

A: All Gmail users who have an active Method account can use the Method:Sidebar. Our previous Gmail Gadget required users to be on G Suite, however this is open to anyone on Gmail.

A: Unfortunately, no. Although you can manually create an activity with the email content embedded in that activity, the Gmail Add-on architecutre restricts us from automatically saving emails to Method:CRM.

Q: Can I customize the Method:Sidebar?

A: No – the add-on is configurable, but not customizable. Unlike Method, the add-on doesn't let you use custom tabs, screens, tabs, fields or actions. It needs to be used out of the box and configured.

Q: Will the Method:Sidebar work on mobile?

A: The Method:Sidebar will add support for Android Mobile.

Q: How will permissions work? I don’t want some users seeing certain information.

A: The Method:Sidebar respects permissions.

Respects shared user lists.

Respects Method:New or Method:Classic permissions

If you don’t have access to a tab or app

You will not be able to search against it

You will not be able to view records

Q: Does the Method:Sidebar support the classic version of Method?

A: Yes. The Method:Sidebar works with the classic version of Method

Q: What if I have multiple Method Company Accounts?

A: The Method:Sidebar only supports one Method account per gmail email. However, you can switch between accounts by signing out and signing into another.

Q: Does the Method:Sidebar support shared inboxes / delegated accounts?

A: No. Google does not allow add-ons to work with shared inboxes or delegated accounts at this time.